Contacts (ABL)
Last updated
Was this helpful?
Last updated
Was this helpful?
End users/contacts with entitlement rights are called ABL contacts (vs. contacts with no rights)—or ABL within the menu.
These ABL contacts are set up within Zentitle so they have access to the platform vs. a standard contact with details in the platform but no rights nor access setup.
If a contact is missing ABL credentials, you can easily add it from the Entitlement page and filter those with/without ABL access.
The contacts tab displays the contact (s) from the associated company attached to the entitlement.
To attach a contact to an entitlement, these contacts must exist, be set up, and be attached to the company object.
If so, they will show in the dropdown box for you to select if you wish to add them to the entitlement manually. Or they may be attached via an automation in the API.
If you wish to add an ABL contact (your customer's users/contacts) to this entitlement, click the dropdown list from the top right of the section, select the contact, this assumes you already have contacts under this customer in Zentitle.
Next, click the "plus" button to the right of the dropdown box.
You can see the contact associated with this entitlement in the list.
The “Seat Active” column shows who's using a "seat" for this Customer—you could have many contacts, but only a select number are allocated to a seat.
For example, when there is a limited number of seats, and you need to remove someone and add someone else, the “Seat Active” column allows you to check who is not using the system, allowing you to remove them safely.
To add a new contact, navigate to the Customer section and add a new one.
